See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,232 | $118,849+87.8% | $96,562+131.2% | $167,490+33.3% |
| Participation rate | 63.6% | 75.5%-11.8pp | 69.8%-6.2pp | 82.1%-18.5pp |
| Annual return | 14.10% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,624 | $3,120-47.9% | $2,356-31.1% | $4,837-66.4% |
| Participant deferral / active EE | $5,793 | $4,616+25.5% | $3,849+50.5% | $6,341-8.6% |
| Admin fee / account holder | $97,446 | $8,065+1108.3% | $6,181+1476.6% | $12,309+691.7% |